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1,152 hedge funds and large institutions have $101B invested in Visa in 2013 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 403 increasing their positions, 466 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 65

23% more funds holding in top 10

Funds holding in top 10: 120147 (+27)

18% more capital invested

Capital invested by funds: $85B → $101B (+$15.6B)

9.62% more ownership

Funds ownership: 346.66%356.28% (+9.6%)

7% more funds holding

Funds holding: 1,0811,152 (+71)

14% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 466

21% less call options, than puts

Call options by funds: $1.11B | Put options by funds: $1.4B

Holders
1,152
Holders Change
+71
Holders Change %
+6.57%
% of All Funds
33.43%
Holding in Top 10
147
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+22.5%
% of All Funds
4.27%
New
148
Increased
403
Reduced
466
Closed
65
Calls
$1.11B
Puts
$1.4B
Net Calls
-$293M
Net Calls Change
-$4.91M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1076
LBA Wealth Management
Florida
$136K +$123K +2,440 New
IRS
1077
Invictus RG (Singapore)
Singapore
$134K
IUAM
1078
Itau USA Asset Management
New York
$134K
LOCC
1079
Lombard Odier & Cie (Canada)
Quebec, Canada
$134K +$121K +2,400 New
TF
1080
Tompkins Financial
New York
$123K -$83.5K -1,656 -43%
OC
1081
Oakworth Capital
Alabama
$120K +$109K +2,164 New
PCM
1082
Prelude Capital Management
New York
$117K +$75.6K +1,500 +250%
FNBSF
1083
First National Bank Sioux Falls
South Dakota
$114K
JWM
1084
Jacobus Wealth Management
Wisconsin
$112K +$101K +2,004 New
FWC
1085
First Washington Corp
Washington
$111K +$101K +2,000 New
MMG
1086
Monetary Management Group
Missouri
$111K +$101K +2,000 New
TDC
1087
Thompson Davis & Co
Virginia
$109K +$98.8K +1,960 New
MFBTD
1088
MB Financial Bank - Trust Department
Illinois
$108K +$6.86K +136 +8%
Carson Wealth (CWM LLC)
1089
Carson Wealth (CWM LLC)
Nebraska
$108K +$11.7K +232 +14%
PC
1090
Pier Capital
Connecticut
$104K +$48.6K +964 +107%
TWA
1091
TCI Wealth Advisors
Arizona
$101K +$68.8K +1,364 +299%
CRM
1092
Cramer Rosenthal McGlynn
Connecticut
$98K
NC
1093
NewSquare Capital
Pennsylvania
$89K
ECM
1094
ETrade Capital Management
Virginia
$86K -$4.64K -92 -6%
WA
1095
WealthTrust-Arizona
Arizona
$79K -$605 -12 -0.8%
SNT
1096
Security National Trust
West Virginia
$77K
DAM
1097
Delta Asset Management
Tennessee
$74K +$26.6K +528 +66%
CRCP
1098
Copper Rock Capital Partners
Massachusetts
$67K
ACM
1099
Aviance Capital Management
Florida
$61K +$12.3K +244 +29%
M
1100
MOTCO
Texas
$60K

V Hedge Fund Activity: Q4 2013 in Review

1,152 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2013, worth a combined $101B — up 18% from $85B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new V positions and 65 closed out — a net gain of 83 holders — while 403 added to existing stakes and 466 trimmed.

The largest buyer was American Century Companies, adding an estimated $383M. The largest seller was Sands Capital Management, cutting an estimated $268M.

  • 1,152 institutional investors held Visa (V) as of Q4 2013, up from 1,081 in Q3 2013.
  • Funds reported $101B of Visa stock for Q4 2013, up 18% quarter-over-quarter.
  • 148 funds opened new Visa positions in Q4 2013 and 65 closed out, a net change of +83 holders.
  • The largest Visa buyer in Q4 2013 was American Century Companies, an estimated $383M added.
  • The largest Visa seller in Q4 2013 was Sands Capital Management, an estimated $268M sold.

Based on aggregated 13F filings for Q4 2013.